Financial Consultant, Branch Manger

4 days ago


Bengaluru Dharwad Hubli, India Procure Hr Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Responsibilities

  • Build and maintain strong client relationships by understanding their financial needs and offering appropriate investment solutions.
  • Advise clients on financial products such as equities, mutual funds, insurance, and other investment avenues.
  • Achieve sales and business development targets while ensuring high customer satisfaction.
  • Conduct regular portfolio reviews and recommend strategies to optimize client investments.
  • Stay updated with financial market trends, new products, and regulatory changes.
  • Generate leads through networking, references, and company-provided sources.
  • Ensure compliance with company policies and industry regulations.
  • Bachelors degree in Finance, Commerce, Business Administration, or related field.
  • NISM certification (if required by role) will be an added advantage.
  • Experience in financial consulting, banking, or investment advisory preferred.Role & responsibilities

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